DI
RJF icon

Disciplined Investments’s Raymond James Financial RJF Stock Holding History

Disciplined Investments’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-26
Closed -$2.7K – 1233
2023
Q2 		$2.7K Buy
26
+2
+8% +$186 ﹤0.01% 545
2023
Q1 		$2.24K Sell
24
-4
-14% -$424 ﹤0.01% 625
2022
Q4 		$2.99K Sell
28
-3
-10% -$337 ﹤0.01% 496
2022
Q3 		$3K Buy
31
+8
+35% +$810 ﹤0.01% 545
2022
Q2 		$2K Sell
23
-5
-18% -$490 ﹤0.01% 726
2022
Q1 		$3K Buy
+28
New +$2.97K ﹤0.01% 600

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Investments's RJF Position: Q3 2023 in Review

Disciplined Investments sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 26 shares — an estimated $2.7K sold.

Disciplined Investments first reported a position in RJF in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Disciplined Investments reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 26 Raymond James Financial shares in Q3 2023, an estimated $2.7K.
  • Disciplined Investments first reported a position in Raymond James Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Raymond James Financial position peaked at $3K in Q3 2022.
  • 654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.